Duos Technologies

DUOT

Market cap $396M

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Duos Technologies is exiting its legacy rail inspection business and focusing on modular edge data centers and GPU infrastructure in underserved regional markets. A new three-year GPU leasing contract using Nvidia B300s adds roughly $50M in annual revenue at about 80% gross margins and a 32% project IRR. Duos has built 15 300kW edge data centers, mostly deployed, and targets 20 MW this year and over 60MW in 3 years at 22-24% IRRs.

JACKSONVILLE, Fla., May 21, 2026 (GLOBE NEWSWIRE) -- Duos Technologies Group, Inc. (“Duos” or the “Company”) (Nasdaq: DUOT), a provider of modular, colocation Edge and AI data centers and technology infrastructure solutions, today announced that Company management will be participating at the upcoming 23rd Annual Craig-Hallum Institutional Investor Conference being held on Thursday, May 28, 2026 at the Depot Renaissance Hotel in Minneapolis, MN.

Revenue declined 45% to $2.7 million, but gross margins expanded sharply from 26.5% to nearly 59%. Hydra GPU-as-a-Service deployment could generate approximately $176 million revenue and roughly $40 million EBITDA over three years. Management expects contracted AI infrastructure capacity to expand toward 25MW by year-end 2026 following recent hyperscaler wins.

Duos has pivoted from railcar inspection to modular Edge AI data centers, targeting rapid deployment in underserved markets. DUOT's modular pods offer quick, cost-effective AI inference solutions, with a $176M GPUaaS contract and $14M backlog supporting near-term growth. Management guides for $50M+ FY26 revenue, positive adjusted EBITDA in H2/26, and $30M CapEx for expansion, but bullish projections face execution risk.

Community and industry leaders invited to tour new operational edge infrastructure supporting connectivity, AI, and digital growth in West Texas Community and industry leaders invited to tour new operational edge infrastructure supporting connectivity, AI, and digital growth in West Texas

Duos Technologies Group, Inc. (DUOT) Q1 2026 Earnings Call Transcript

Duos Technologies Group NASDAQ: DUOT reported lower first-quarter revenue as management said the company continued shifting away from legacy rail operations and toward a data center-focused business model centered on edge AI infrastructure.

Company remains on target to achieve $50 million revenue in 2026, supported by $200 million strategic partnership with Hydra Host, with deployment slated for the second half of the year

Duos Technologies Group, Inc. (DUOT) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.18 per share a year ago.